Roth Financial Group, Merritt Island, Florida

Newsletters

HOT TOPIC: What’s in the New Tax Legislation?

This article provides an overview of some key provisions in the new tax law, commonly called the One Big Beautiful Bill Act.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.
Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?